Author: Lauren Pierce
Head of Tax Operations
Lauren has 15 years of experience in U.S. Information Reporting and Withholding. Prior to joining Comply, she worked in the Global Information Reporting and Withholding Practice at Deloitte, advising a variety of clients, including major financial institutions and multinational corporations, on Chapter 3, Chapter 61, FATCA, and CRS regulations. She also focused on documentation review and remediation, procedure enhancements, and reporting, including FATCA, CRS, 1099, 1042, and FBAR. Lauren is a graduate of Sacred Heart University in Fairfield, CT (BS in Accounting).
Areas of Expertise
U.S. tax withholding and reporting
FATCA and CRS compliance
Tax documentation review and remediation
Tax information reporting
Chapters 3 and 4 Compliance
Tax Documentation & Validation
IRS Forms 1042-S and 1099
Tax compliance operations and process improvement
Author Articles
The Internal Revenue Service (IRS) has issued the latest revision of the Form W-9 (Rev. March 2024). The latest form revision includes two notable changes: ...
Comply Connect Issue 8 (February 2024) covers DAC7 rollout updates, OECD CARF and CRS developments, Chile–US tax treaty progress, BVI CRS guidance.
IRS Form 1099 updates, DAC7 reporting deadlines, FATCA and CRS developments, treaty changes, and global tax compliance insights shaping the start of 2024 reporting.
Stay updated with the latest news on the IRS, FATCA, CRS, and DAC7 in our monthly newsletter, Comply Connect. Don’t miss out on essential insights!
As of the release of this month’s issue, the IRS has not finalized the Draft Forms W-9 and W-8EXP which have an October 2023 revision date.
Stay updated with the latest news on the IRS, FATCA, CRS, and DAC7 in our monthly newsletter, Comply Connect. Don’t miss out on essential insights!
The IRS Public Key for FATCA filings is due to expire soon. The IRS has a new Public Key that will replace the existing key on Thursday, October 5, 2023...
The IRS is aware that non-U.S. individuals who are acting on behalf of their non-U.S. employer may not be able to complete the Filing Information Returns...
The IRS has updated Tax Treaty Table 1, detailing tax rates on income other than personal service income under Chapter 3 of the Internal Revenue Code.